Silicon Hills Wealth Management, LLC DFSD Holdings History
Silicon Hills Wealth Management, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2023-06-30, Silicon Hills Wealth Management, LLC held 519,477.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $24.08 Mil. This investment constitutes 13.59% of their stock portfolio, and Silicon Hills Wealth Management, LLC now holds 2.07% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2021Q4. And since then Silicon Hills Wealth Management, LLC has made 7 purchases of DFSD, at an average price of $46.35, for a total of 519,477.00 shares. Based on historical transaction data and DFSD's current price of $47.89, Silicon Hills Wealth Management, LLC's estimated gain on his DFSD holdings is $797,111.46, reflecting a 3.31% gain to date.
Silicon Hills Wealth Management, LLC DFSD ($47.89) Holding Chart
Silicon Hills Wealth Management, LLC DFSD ($47.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
